401(k) · DOL Form 5500 · 2022

Cornerstone Investment Inc. 401(k) Plan

Data updated 2026-08-25

$156K
Total assets Small plan by assets
4
Participants Small participant base
9th
Percentile by assets National rank
$39,117
Avg per participant Low balance/head
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Official DOL plan name: Cornerstone Investment Inc. 401(k) Plan · Sponsored by Cornerstone Investment Inc. · California · Real Estate

$156K in assets, 4 participants

Cornerstone Investment Inc.'s Cornerstone Investment Inc. 401(k) Plan reported $156K in total assets and 4 participants in its 2022 DOL Form 5500 filing, ranking in the 9th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #667 in Real Estate (5,057 peers)

Cornerstone Investment Inc. multi-year trail

Cornerstone Investment Inc.'s plans moved +267.1% in assets from 2022 to 2024; this filing shows Cornerstone Investment Inc. 401(k) Plan at $156K / 4 participants.

#667
in Real Estate (5,057 peers)
+33.9%
assets growth YoY

Cornerstone Investment Inc. 401(k) Plan among the smaller filed plans by assets

Cornerstone Investment Inc. 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$156,466 9th percentile higher than 9% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Cornerstone Investment Inc. 401(k) Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cornerstone Investment Inc. 401(k) Plan is a micro filing (4 participants), the leftmost band.

Plan-year Form 5500 strip

Filing strip 461317865 · Cornerstone Investment Inc. PY 2022 · 401(k)

Cornerstone Investment Inc. 401(k) Plan · $156K · 4 · 9th

  • PHOTO $156K
  • PHOTO 4
  • PHOTO 9th
  • PHOTO 401(k)
  • PHOTO near Bourbons Smokehouse USA, Inc. 401(k) Plan
  • PHOTO ind #667

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Real Estate retirement plans → · Plans in California →

Cornerstone Investment Inc. 401(k) Plan in the asset neighbourhood

Cornerstone Investment Inc. 401(k) PlanCornerstone Investment Inc. …$156KBourbons Smokehouse USA, Inc. 401(k) PlanBourbons Smokehouse USA, Inc…$156KBonavento LLC 401(k) Plan$156KWesterly View Inc 401(k) Plan$156KCatawba First Insurance Associates, Inc. 401(k) PlanCatawba First Insurance Asso…$156K
End-of-year total assets ($M) among Cornerstone Investment Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Cornerstone Investment Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Cornerstone Investment Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$574K 267.087418352869% vs 2022
2024 filing year
$0M$0.2M$0.4M$0.6M$0.8M 202220232024 $0.16M $0.57M ▲ +256.2%
Year Plans Participants Total Assets
2022 1 4 $156K
2023 1 4 $132K
2024 1 4 $574K

Cornerstone Investment Inc. filing trail (2022)

Total Assets (Beginning of Year)$117K
Net Assets (End of Year)$156K
Net Income$40K
Employer EIN461317865
Plan Effective Date2012-10-27
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Cornerstone Investment Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Cornerstone Investment Inc. 401(k) Plan, Total assets ($B): 0.000156466 · Participants: 4Cornerstone Investment Inc. 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Cornerstone Investment Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Cornerstone Investment Inc. 401(k) Plan side-by-side with 3 peers →

Cornerstone Investment Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Bourbons Smokehouse USA, Inc. 401(k) Plan in IL ($156K); by covered participants it is Reynolds Family Agency Retirement Plan in AL (4 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($156K here).

Similar participant headcount

Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Cornerstone Investment Inc. 401(k) Plan assets move in 2022? ▼
Cornerstone Investment Inc. 401(k) Plan surged - up 33.9% during 2022, from $117K to $156K. Reported net income was $40K.
How have Cornerstone Investment Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cornerstone Investment Inc.'s sponsor-wide assets grew 267.1%, from $156K to $574K.
Where does Cornerstone Investment Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Cornerstone Investment Inc. 401(k) Plan ranks in the 9th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Cornerstone Investment Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bourbons Smokehouse USA, Inc. 401(k) Plan in IL ($156K, 1 participant).
Which 401(k) plans cover a similar participant headcount to Cornerstone Investment Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Reynolds Family Agency Retirement Plan in AL (4 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 461317865.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.